We are looking for an experienced Salesforce Functional Lead with 8–10 years of experience in Salesforce CRM implementations, business analysis, solution design, and stakeholder management. The ideal candidate will act as a bridge between business users and technical teams, gathering requirements, designing scalable Salesforce solutions, and ensuring successful project delivery across Sales, Service, and Experience Cloud implementations.
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Collaborate with business stakeholders to understand business processes and requirements.
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Conduct workshops, discovery sessions, and gap analysis.
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Translate business requirements into functional specifications and user stories.
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Define future-state business processes and recommend Salesforce best practices.
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Design functional solutions leveraging Salesforce capabilities.
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Configure and support Salesforce Sales Cloud, Service Cloud, and Experience Cloud.
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Define business rules, workflows, approval processes, and automation requirements.
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Work closely with architects and developers to ensure solution alignment with business needs.
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Lead end-to-end Salesforce implementation and enhancement projects.
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Manage project deliverables, timelines, and stakeholder expectations.
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Coordinate with cross-functional teams including developers, QA, integration, and support teams.
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Drive Agile ceremonies including sprint planning, backlog grooming, and UAT support.
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Serve as the primary functional point of contact for business users.
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Present solution designs and project updates to leadership teams.
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Facilitate UAT sessions and obtain business sign-offs.
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Provide training and knowledge transfer to end users.
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Identify opportunities for CRM optimization and process improvements.
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Ensure adherence to Salesforce governance and best practices.
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Support release management and change management activities.
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Maintain project documentation and functional design documents.
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8–10 years of IT experience with at least 5+ years in Salesforce functional consulting.
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Strong experience in Salesforce Sales Cloud and Service Cloud.
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Hands-on experience with:
- Lead Management
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Opportunity Management
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Case Management
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Account & Contact Management
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Reports & Dashboards
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Workflow Rules
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Approval Processes
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Flow Automation
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Expertise in requirement gathering and business process mapping.
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Experience writing BRD, FRD, user stories, and process documents.
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Strong understanding of Agile and Scrum methodologies.
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Excellent stakeholder management and communication skills.
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Experience with Salesforce Experience Cloud.
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Knowledge of CPQ, Marketing Cloud, or Field Service Lightning.
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Experience with integrations using REST/SOAP APIs.
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Familiarity with Data Migration and Data Quality initiatives.
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Exposure to Salesforce DevOps and Release Management processes.
